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Avalon Trust Co

SEC CIK
0001798150
Latest filing
Aug 6, 2026

NI holding history

Nisource Inc. in every 13F filed by Avalon Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NI overviewAll 13F holders of NIFull Q2 2026 holdings

Shares (Q2 2026)
6,000
Value
$285.3K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of NI by Avalon Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,000$285.3K<0.1%00.0%UnchangedHolders
Q1 20266,000$280.0K<0.1%+2,000+50.0%AddedHolders
Q4 20254,000$167.0K<0.1%00.0%UnchangedHolders
Q3 20254,000$173.2K<0.1%00.0%UnchangedHolders
Q2 20254,000$161.4K<0.1%00.0%UnchangedHolders
Q1 20254,000$160.4K<0.1%00.0%UnchangedHolders
Q4 20244,000$147.0K<0.1%00.0%UnchangedHolders
Q3 20244,000$138.6K<0.1%−1,000−20.0%ReducedHolders
Q2 20245,000$144.1K<0.1%00.0%UnchangedHolders
Q1 20245,000$138.3K<0.1%00.0%UnchangedHolders
Q4 20235,000$132.8K<0.1%00.0%UnchangedHolders
Q3 20235,000$123.4K<0.1%00.0%UnchangedHolders
Q2 20235,000$136.8K<0.1%00.0%UnchangedHolders
Q1 20235,000$139.8K<0.1%–No prior filingHolders